| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lori Fernicola Castle Wealth Management LLC | 2,651 | $274,130.76 | $427,208.65 | $153,077.89 | 55.84% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 32,495 | $4.58M | $5.21M | $627,153.5 | 13.69% |
CJ Harrison DecisionPoint Financial LLC | 364 | $53,993.49 | $58,229.08 | $4,235.59 | 7.84% |
| JB Jodi Burnett Invictus Private Wealth LLC | 4,797 | $519,083.09 | $765,697.14 | $246,614.05 | 47.51% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 9,138 | $1.02M | $1.46M | $440,180.88 | 43.15% |
Brook Hart Presilium Private Wealth LLC | 1,433 | $163,492.61 | $228,842.93 | $65,350.32 | 39.97% |
Rodrigo Diaz Plan Group Financial LLC | 2,671 | $363,068.19 | $428,895.82 | $65,827.63 | 18.13% |
Anu Prabhu Altrius Capital Management Inc. | 4,280 | $607,994.97 | $683,216.4 | $75,221.43 | 12.37% |
Amna Ali Khan GDS Wealth Management | 3,659 | $479,185.68 | $588,220.84 | $109,035.16 | 22.75% |
Mark Mowrey Signature Resources Capital Management LLC | 60 | $7,116 | $9,603.3 | $2,487.3 | 34.95% |
Albert Moore First National Advisers LLC | 2,715 | $355,651.35 | $435,703.2 | $80,051.85 | 22.51% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,732 | $504,124.09 | $598,500.84 | $94,376.75 | 18.72% |
Elizabeth Barrett Sterling Wealth Advisors Inc. | 1,892 | $241,400.43 | $302,720 | $61,319.57 | 25.4% |
Rachel Faulk Cape Investment Advisory Inc. | 1,910 | $232,271.55 | $305,542.7 | $73,271.15 | 31.55% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,635 | $416,409 | $422,917.5 | $6,508.5 | 1.56% |
| FIL FWG Investments LLC FWG Investments LLC | 5,679 | $815,735.86 | $908,384.44 | $92,648.58 | 11.36% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 196 | $21,453.3 | $31,377.64 | $9,924.34 | 46.26% |
Mariana Coli Dunhill Financial LLC | 1,872 | $236,550.7 | $299,463.84 | $62,913.14 | 26.6% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 514 | $73,769 | $82,311.96 | $8,542.96 | 11.58% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 4,856 | $695,186.14 | $782,617.24 | $87,431.1 | 12.58% |